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Xcel Energy

1,123 hedge funds and large institutions have $34.8B invested in Xcel Energy in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 417 increasing their positions, 360 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $33.6B → $34.8B (+$1.23B)

0.85% more ownership

Funds ownership: 84.63%85.48% (+0.85%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$36.3M
Net Calls
Net Calls Change

Top Buyers

1 +$432M
2 +$237M
3 +$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$108M
5
BlackRock
BlackRock
New York
+$98.6M

Top Sellers

1 -$208M
2 -$184M
3 -$124M
4
Goldman Sachs
Goldman Sachs
New York
-$109M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
801
Windsor Capital Management
Arizona
$240K
FA
802
FDx Advisors
Illinois
$240K
BWP
803
BlueStem Wealth Partners
Minnesota
$239K
AFG
804
Atomi Financial Group
New York
$239K
CBT
805
CoreFirst Bank & Trust
Kansas
$239K
CTA
806
Chesley Taft & Associates
Illinois
$239K
GPW
807
Genesis Private Wealth
Virginia
$238K
IC
808
Iconiq Capital
California
$238K
MAM
809
Mystic Asset Management
Rhode Island
$237K
BTW
810
Boston Trust Walden
Massachusetts
$237K
HR
811
Howe & Rusling
New York
$236K
AWM
812
Accel Wealth Management
Iowa
$235K
JWM
813
JPL Wealth Management
Colorado
$235K
KIA
814
Knollwood Investment Advisory
Maryland
$235K
ST
815
Smithfield Trust
Pennsylvania
$234K
CWP
816
Cyndeo Wealth Partners
Florida
$233K
AWE
817
Avidian Wealth Enterprises
Texas
$233K
BA
818
Ballast Advisors
Minnesota
$233K
FCP
819
Fidelis Capital Partners
Florida
$232K
CAMV
820
Concord Asset Management (Virginia)
Virginia
$229K
OAM
821
Occidental Asset Management
California
$229K
XT
822
XTX Topco
Cayman Islands
$229K
GAM
823
Gotham Asset Management
New York
$227K
DS
824
DRW Securities
Illinois
$227K
UWPG
825
Ullmann Wealth Partners Group
Florida
$225K